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Book An AppointmentTriggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers when you update a Customer.
Calendar Event Start
New Calendar Event
New Contact
New Email
Updated Calendar Event
Create a appointment.
Creates a customer.
Create a invoice.
Create a new Lead/Opportunity.
Updates a customer.
Create Event
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers when you update a Customer.
Calendar Event Start
New Calendar Event
New Contact
New Email
Updated Calendar Event
Create a appointment.
Creates a customer.
Create a invoice.
Create a new Lead/Opportunity.
Updates a customer.
Create Event
Choose Odoo CRM as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Microsoft Exchange as the action app from the list.
Connect your Microsoft Exchange account & authenticate it.
Select the data you want to send from Odoo CRM to Microsoft Exchange & your AI Agent is ready!
New Lead/Opportunity
Create Event
New Customer
Create Event
Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.
Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.
The integration between Odoo CRM and Microsoft Exchange is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Odoo CRM with Microsoft Exchange, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Odoo CRM-Microsoft Exchange integration:
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